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SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
NetSuite Admin Tip | Chart of Accounts > Guide in Merging Accounts
1. Accounts should both be Active
Scenario:
Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive).
As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list.
If you view the Account Record for the inactive account record, you also will not be able to see the Merge button under Actions.
2. An account with sub-account/s can be merged with another. However, if it is a bank/credit account make sure you take note of the warning message before proceeding
Scenario:
Merge 003 ABC Bank – Operating to 004 Brex Bank - Operating
1